Workflow Automation | BNTouch CRM
workflow automation

Workflow Automation

Automated Lead Distribution

BNTouch is equipped with an intelligent lead intake and distribution system that will automatically accept new leads through website integration, XML posting, or manual importing. Once a lead is received, the distribution engine will read the information associated with that lead and determine which LO or sales agent to assign that lead to.

Automated Lead Status Change

BNTouch system will automatically update lead, and change status based on a data update or time that has passed since a certain event.

Automated Task Creation

You can set to automatically schedule a task for yourself or your team. With our two way Outlook integration, this process will put a task right into your Outlook.

Automated Communication and Notifications

You can schedule an email, sms or push notification to alert you of a wanted event. Those items can be scheduled for you, your team, borrower or partners.

Automated Third-Party Data Exchange

For our Enterprise customers, BNTouch can be setup to exchange various data based on a certain event or data field.

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BNTouch CRM Marketing Overview

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Marketing

Automated, Customizable, Scalable BNTouch Mortgage CRM allows you to manage all stages of mortgage marketing cycle — from Lead to Post Funded marketing.

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“BNTouch is the most complete system for the money. I am very impressed with the full range of capabilities. Most importantly, I found it easy to use, fully customizable, and it integrates seamlessly with my current systems.”

Mike Pacheco
Senior Loan Officer

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